AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
+15.33%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$221M
AUM Growth
+$38.1M
(+21%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
43%
Holding
144
New
17
Increased
41
Reduced
32
Closed
1
Top Buys
| 1 |
VanEck Semiconductor ETF
SMH
|
+$4.62M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$3.74M |
| 3 |
iShares US Transportation ETF
IYT
|
+$2.14M |
| 4 |
iShares Global Energy ETF
IXC
|
+$2.11M |
| 5 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$1.73M |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
+$2.51M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$1.55M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$1.38M |
| 4 |
American Tower
AMT
|
+$947K |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$862K |
Sector Composition
| 1 | Technology | 8.17% |
| 2 | Financials | 5.08% |
| 3 | Consumer Staples | 2.86% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Healthcare | 1.4% |
